Daniel E. Kunos, ChFC®

Daniel E. Kunos, ChFC®

Financial Consultant

Phone: 419-843-4737
Fax: 419-843-2623
E-mail:

PROFESSIONAL SPECIALTY
Financial Advisor: 10+ years of experience implementing retirement planning strategies
and developing wealth creation and protection strategies to transfer
assets to family and charitable organizations as part of a proud legacy.


PROFESSIONAL CREDENTIALS
Bachelor of Arts, Wittenberg University - Springfield, OH, 1999
Chartered Financial Consultant (ChFC), American College - Bryn Mawr, PA, 2011
        Eight courses completed pursuing advanced financial services designation
Member - Million Dollar Roundtable (MDRT) for seven consecutive years
Vice Chair - Governing Board Member, Lutheran Homes Society, Inc., Oct 2007 - present
Board Member - Lutheran Homes Society Foundation, 2001-2007
Member of the advisory board, Bethania Kids of Ann Arbor, MI, 2004-2007
Lutheran Community Foundation, Planned Giving School, 2004
Investment Advisory Representative, Securian Financial Services, Inc.,
Registered Investment Advisor
        Registered Representative, Securian Financial Services, Inc., Member FINRA/SIPC
Series 7, Series 6, Series 63 and Series 65 registrations
Insurance license in Ohio, Michigan, Indiana, and Florida
U.S. Congressional Page, U.S. House of Representatives, Summer 1994
Eagle Scout award, received in 1993
Rotary Exchange Student, Denmark, 1992-1993


PROFESSIONAL BACKGROUND
After college, Dan initially worked for a European manufacturing firm for 3 years. He
began his career as a financial advisor in June 2001, serving clients in Northwest Ohio
for more than ten years. In February 2008, Dan joined the Financial Design Group, an
independently owned and operated firm, to expand his wealth management services and
to better meet the needs of his clients.


PROFESSIONAL MISSION
My mission is to help protect my clients from life's uncertainties while maximizing their
financial resources. This is accomplished by offering a wide range of wealth management
tools and providing clear and objective advice relevant to their specific needs.